CHERRYDALE WEALTH MANAGEMENT, LLC Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$329.5B
Holdings
79
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 272,130 | $91.2B | 27.69% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,131,138 | $44.8B | 13.59% | |
| 3 | ITOTISHARES TR | 185,397 | $27.6B | 8.37% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 684,051 | $22.4B | 6.80% | |
| 5 | VONEVANGUARD SCOTTSDALE FDS | 67,039 | $20.7B | 6.29% | |
| 6 | VXUSVANGUARD STAR FDS | 244,408 | $18.4B | 5.60% | |
| 7 | DFAUDIMENSIONAL ETF TRUST | 250,239 | $11.7B | 3.55% | |
| 8 | IXUSISHARES TR | 130,865 | $11.1B | 3.36% | |
| 9 | NDQINVESCO QQQ TR | 16,516 | $10.1B | 3.08% | |
| 10 | PYLDPIMCO ETF TR | 172,171 | $4.6B | 1.39% | |
| 11 | AAPLAPPLE INC | 15,574 | $4.2B | 1.28% | |
| 12 | IWBISHARES TR | 11,332 | $4.2B | 1.28% | |
| 13 | NVDANVIDIA CORPORATION | 21,287 | $4.0B | 1.20% | |
| 14 | VNQVANGUARD INDEX FDS | 42,562 | $3.8B | 1.14% | |
| 15 | MSFTMICROSOFT CORP | 6,483 | $3.1B | 0.95% | |
| 16 | SPYSPDR S&P 500 ETF TR | 4,412 | $3.0B | 0.91% | |
| 17 | VCITVANGUARD SCOTTSDALE FDS | 35,133 | $2.9B | 0.89% | |
| 18 | GOOGLALPHABET INC | 8,892 | $2.8B | 0.84% | |
| 19 | VOOVANGUARD INDEX FDS | 3,628 | $2.3B | 0.69% | |
| 20 | AMZNAMAZON COM INC | 9,154 | $2.1B | 0.64% | |
| 21 | DUHPDIMENSIONAL ETF TRUST | 55,053 | $2.1B | 0.64% | |
| 22 | METAMETA PLATFORMS INC | 2,832 | $1.9B | 0.57% | |
| 23 | VOTVANGUARD INDEX FDS | 6,103 | $1.7B | 0.52% | |
| 24 | GOOGALPHABET INC | 5,258 | $1.6B | 0.50% | |
| 25 | DTDWISDOMTREE TR | 18,617 | $1.6B | 0.48% | |
| 26 | HIMUBLACKROCK ETF TRUST II | 32,135 | $1.6B | 0.47% | |
| 27 | ACWIISHARES TR | 10,649 | $1.5B | 0.46% | |
| 28 | AVGOBROADCOM INC | 3,800 | $1.3B | 0.40% | |
| 29 | VOOGVANGUARD ADMIRAL FDS INC | 2,389 | $1.1B | 0.32% | |
| 30 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,982 | $996.0M | 0.30% | |
| 31 | GBTCGRAYSCALE BITCOIN TRUST ETF | 13,531 | $924.0M | 0.28% | |
| 32 | ESGVVANGUARD WORLD FD | 7,511 | $908.0M | 0.28% | |
| 33 | JPMJPMORGAN CHASE & CO. | 2,653 | $854.0M | 0.26% | |
| 34 | AQLTISHARES TR | 37,054 | $853.0M | 0.26% | |
| 35 | LLYELI LILLY & CO | 732 | $786.0M | 0.24% | |
| 36 | TSLATESLA INC | 1,729 | $777.0M | 0.24% | |
| 37 | VONGVANGUARD SCOTTSDALE FDS | 6,168 | $750.0M | 0.23% | |
| 38 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,130 | $647.0M | 0.20% | |
| 39 | VVISA INC | 1,627 | $570.0M | 0.17% | |
| 40 | NFLXNETFLIX INC | 5,600 | $525.0M | 0.16% | |
| 41 | BACBANK AMERICA CORP | 9,496 | $522.0M | 0.16% | |
| 42 | VTVVANGUARD INDEX FDS | 2,656 | $507.0M | 0.15% | |
| 43 | XOMEXXON MOBIL CORP | 3,994 | $480.0M | 0.15% | |
| 44 | MAMASTERCARD INCORPORATED | 769 | $439.0M | 0.13% | |
| 45 | VSGXVANGUARD WORLD FD | 6,033 | $432.0M | 0.13% | |
| 46 | VEUVANGUARD INTL EQUITY INDEX F | 5,871 | $431.0M | 0.13% | |
| 47 | DNLWISDOMTREE TR | 10,376 | $427.0M | 0.13% | |
| 48 | GSGOLDMAN SACHS GROUP INC | 451 | $396.0M | 0.12% | |
| 49 | JNJJOHNSON & JOHNSON | 1,908 | $394.0M | 0.12% | |
| 50 | IJHISHARES TR | 5,659 | $373.0M | 0.11% | |
| 51 | ABBVABBVIE INC | 1,607 | $367.0M | 0.11% | |
| 52 | PLTRPALANTIR TECHNOLOGIES INC | 1,808 | $321.0M | 0.10% | |
| 53 | WMTWALMART INC | 2,879 | $320.0M | 0.10% | |
| 54 | AMDADVANCED MICRO DEVICES INC | 1,436 | $307.0M | 0.09% | |
| 55 | CATCATERPILLAR INC | 523 | $299.0M | 0.09% | |
| 56 | ORCLORACLE CORP | 1,521 | $296.0M | 0.09% | |
| 57 | CSCOCISCO SYS INC | 3,632 | $279.0M | 0.08% | |
| 58 | IBMINTERNATIONAL BUSINESS MACHS | 911 | $269.0M | 0.08% | |
| 59 | ISRGINTUITIVE SURGICAL INC | 473 | $267.0M | 0.08% | |
| 60 | LIFLIFE360 INC | 4,106 | $263.0M | 0.08% | |
| 61 | WFCWELLS FARGO CO NEW | 2,769 | $258.0M | 0.08% | |
| 62 | COSTCOSTCO WHSL CORP NEW | 298 | $257.0M | 0.08% | |
| 63 | MUMICRON TECHNOLOGY INC | 892 | $254.0M | 0.08% | |
| 64 | UNHUNITEDHEALTH GROUP INC | 766 | $252.0M | 0.08% | |
| 65 | AQLTISHARES TR | 2,673 | $239.0M | 0.07% | |
| 66 | VBVANGUARD INDEX FDS | 921 | $237.0M | 0.07% | |
| 67 | BABAALIBABA GROUP HLDG LTD | 1,598 | $234.0M | 0.07% | |
| 68 | MRKMERCK & CO INC | 2,230 | $234.0M | 0.07% | |
| 69 | RTXRTX CORPORATION | 1,199 | $219.0M | 0.07% | |
| 70 | GEGE AEROSPACE | 711 | $219.0M | 0.07% | |
| 71 | HDHOME DEPOT INC | 618 | $212.0M | 0.06% | |
| 72 | DHRDANAHER CORPORATION | 919 | $210.0M | 0.06% | |
| 73 | CVXCHEVRON CORP NEW | 1,375 | $209.0M | 0.06% | |
| 74 | IVVISHARES TR | 304 | $208.0M | 0.06% | |
| 75 | AXPAMERICAN EXPRESS CO | 557 | $206.0M | 0.06% | |
| 76 | ANETARISTA NETWORKS INC | 1,540 | $201.0M | 0.06% | |
| 77 | KOCOCA COLA CO | 2,863 | $200.0M | 0.06% | |
| 78 | WITWIPRO LTD | 29,521 | $83.0M | 0.03% | |
| 79 | LYGLLOYDS BANKING GROUP PLC | 10,694 | $56.0M | 0.02% |